KIEVE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
KIEVE FOUNDATION (EIN 01-0664998)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-10
IRS object ID
202411319349102341
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-10T15:06:43-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271155496PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERT LEE & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1999 W TAYLOR STREET STE AAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95126ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010664998EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIEVE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKIEVBusinessNameControlTxt
Phone4083077090PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1206 LOMA ALTA AVEAddressLine1Txt
CityLOS GATOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950306226ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLENOIR KIEVEPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Phone4083077090PhoneNum
Signature2024-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLENOIRPersonFirstNm
Person LastKIEVEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT A LEEPreparerPersonNm
PTINP00156212PTIN
Phone4088556770PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,700,421FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$22,140ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$208,008DividendsRevAndExpnssAmt
Dividends Net Invst Incm$208,008DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$322,931NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,145,627GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$322,931CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$553,079TotalRevAndExpnssAmt
Total Net Invst Incm$530,939TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$61,755OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$61,755OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,351TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,589TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$75OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$75OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$69,181TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$66,844TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,575TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$363,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$363,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$432,681TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$66,844TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$365,075TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$120,398ExcessRevenueOverExpensesAmt
Net Investment Income$464,095NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$185,470SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$184,931SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$184,931SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$514AcctRcvblAmt
Acct Rcvbl BOY$2,706AcctRcvblBOYAmt
Acct Rcvbl EOY$514AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$514AcctRcvblEOYFMVAmt
US Government Obligations BOY$1,250,009USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,488,369USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,418,976USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,046,236CorporateStockBOYAmt
Corporate Stock EOY$970,920CorporateStockEOYAmt
Corporate Stock EOYFMV$2,801,108CorporateStockEOYFMVAmt
Corporate Bonds BOY$348,842CorporateBondsBOYAmt
Corporate Bonds EOY$433,470CorporateBondsEOYAmt
Corporate Bonds EOYFMV$419,768CorporateBondsEOYFMVAmt
Other Investments BOY$3,075,196OtherInvestmentsBOYAmt
Other Investments EOY$2,950,653OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,875,124OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,908,459TotalAssetsBOYAmt
Total Assets EOY$6,028,857TotalAssetsEOYAmt
Total Assets EOYFMV$7,700,421TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,908,459NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,028,857NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,908,459TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,028,857TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,908,459TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,028,857TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,908,459TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$120,398ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,028,857SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,028,857TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAIN DIVIDENDP2023-01-012023-12-31$22,910$22,910$22,910
VARIOUS SECURITIESP2023-01-012023-12-31$248,174$9,952$9,952$238,222
VARIOUS SECURITIESP2023-01-012023-12-31$62,983$0$0$62,983
VARIOUS SECURITIESP2022-01-012023-12-31$811,560$290,069$290,069$521,491
FieldValueIRS element (for citing)
Capital Gain Net Income$322,931CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,451InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,451SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,451TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,600TotalPaymentsAndCreditsAmt
Es Penalty$2EsPenaltyAmt
Tax Due$4,853TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksENTERPRISE TRUST INVESTMENT COIndividualWithBooksNm
Phone4083585811PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115425 LOS GATOS BLVD SUITE 150AddressLine1Txt
CityLOS GATOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95032ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LENOIR KIEVE
206 LOMA ALTA AVELOS GATOSCA95030PRESIDENT/DIRECTOR0.25$0$0$0
JUDY CASSADA
206 LOMA ALTA AVELOS GATOSCA95030VICE PRESIDENT/DIRECTOR0.25$0$0$0
MARC REBBOAH
206 LOMA ALTA AVELOS GATOSCA95030CFO/SECRETARY/DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,132,914AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$250,106AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,383,020TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,383,020AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$110,745CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,272,275NetVlNoncharitableAssetsAmt
Minimum Investment Return$363,614MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$363,614MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,451TaxBasedOnInvestmentIncomeAmt
Total Tax$6,451TotalTaxAmt
Distributable Before Adj$357,163DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$357,163DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$357,163DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$365,075ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$365,075QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$357,163DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$19ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$5,213ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$5,232TotalExcessDistributionCyovAmt
Qualifying Distributions$365,075QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$357,163AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,912RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$13,144TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$19ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$13,125ExcessDistriCyovToNextYrAmt
Excess From Year3$5,213ExcessFromYear3Amt
Excess From Current Year$7,912ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLENOIR KIEVERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1206 LOMA ALTA AVEAddressLine1Txt
CityLOS GATOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95030ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4083077090RecipientPhoneNum
Form And Info And MaterialsNO PRESCRIBED FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ROTARY CLUB OF SAN JOSE
1690 SENTER ROADSAN JOSECA95112PCCOMMUNITY SERVICE$15,000
ROTARY CLUB OF SAN JOSE
1690 SENTER ROADSAN JOSECA95113PCCOMMUNITY SERVICE$5,000
SAN JOSE PRESERVATION ACTION COUNCIL
1650 SENTER ROADSAN JOSECA95112PCNATURAL SERVICES$5,000
LINCOLN LAW SCHOOL
384 S 2ND STSAN JOSECA95113PCEDUCATION$10,000
MUTTVILLE
PO BOX 410207SAN FRANCISCOCA94141PCSENIOR DOG RESCUE$10,000
ROBEN RANCH RESCUES
15115 CLAYTON RDSAN JOSECA95127PCANIMAL WELFARE$6,000
THE UNITED WAY SILICON VALLEY
1400 PARKMOOR AVE SUITE 250SAN JOSECA95126PCCOMMUNITY SUPPORT$500
LOVE LEO RESCUE
PO BOX 5272SANTA MONICACA90409PCANIMAL WELFARE$5,000
URBAN CONFLUENCE
PO BOX 720813SAN JOSECA95172PCTO BUILD AN ICONIC LANDMARK FOR SAN JOSE AND SILICON VALLEY$35,000
NEXT DOOR SOLUTIONS
234 E GISH ROAD STE 200SAN JOSECA95112PCPREVENTION OF DOMESTIC ABUSE$15,000
VIA SERVICES
2851 PARK AVESANTA CLARACA95050PCSUPPORT OF DISABLED$1,000
OPERATION SMILE
3641 FACULTY BLVDVIRGINIA BEACHVA23453PCHELPING CHILDREN WITH CLEFT PALETS$3,000
YMCA OF SILICON VALLEY
80 SARATOGA AVENUESANTA CLARACA95051PCYOUTH ACTIVITIES$500
PEACE OF MIND DOG RESCUE (POMDR)
PO BOX 51554PACIFIC GROVECA93950PCANIMAL WELFARE$2,500
YWCA
375 S THIRD STREETSAN JOSECA95112PCYOUTH ACTIVITIES$500
PENINSULA OPEN SPACE TRUST
222 HIGH STREETPALO ALTOCA94301PCOPEN LAND PRESERVATION$1,000
ANIMAL LEGAL DEFENSE FUND
525 EAST COTATI AVENUECOTATICA94931PCHELP WITH THE MISSION OF THE ORGANIZATION TO PROTECT ANIMALS FROM HARM$10,000
PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE
5100 WISCONSIN AVENUE NW SUITE 400WASHINGTONDC200164131PCSAVING AND IMPROVING HUMAN AND ANIMAL LIVES$5,000
ANIMAL PLACE
17314 MCCOURTNEY ROADGRASS VALLEYCA95949PCRESCUE AND SANCTUARY FOR FARM ANIMALS$15,000
PIVOTAL CONNECTIONS
PO BOX 26835SAN JOSECA95159PCEDUCATION, SUPPORT GROUPS, EMPLOYMENT, AND HUMAN SERVICES$5,000
AT-CHOO FOUNDATION
PO BOX 2682TOLUCA LAKECA91610PCANIMAL WELFARE$5,000
PLANNED PARENTHOOD
1691 THE ALAMEDASAN JOSECA95126PCHEALTH CARE SERVICES$2,000
BALOOJA'S FOUNDATION
154 A W FOOTHILL BOULEVARD SUITEUPLANDCA91786PCANIMAL RESCUE, FOSTER-CARE AND ADOPTION$50,000348
ROBEN RANCH RESCUES
15115 CLAYTON RDSAN JOSECA95127PCANIMAL WELFARE$4,000
BELLARMINE COLLEGE PREPARATORY
960 W HEDDING STREETSAN JOSECA95126PCEDUCATION$5,000
BERKSHIRE SCHOOL
245 UNDERMOUNTAIN ROADSHEFFIELDMA01257PCEDUCATION$2,000
CENTER FOR ANIMAL PROTECTION
PO BOX 67176SCOTTS VALLEYCA95067PCSAVE THE LIVES OF INDIVIDUAL ANIMALS AND EDUCATE PEOPLE$15,000
ROTOPLAST FOUNDATION
1690 SENTER ROADSAN JOSECA95112PCRECONSTRUCTIVE SURGERY$3,000
CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE
180 WOZ WAYSAN JOSECA95110PCEDUCATION OF CHILDREN$1,000
SAN JOSE MUSEUM OF ART
110 S MARKET STREETSAN JOSECA95113PCART APPRECIATION$1,000
CHRISTMAS IN THE PARK SAN JOSE
171 BRANHAM LANE SUITE 10-234SAN JOSECA95136PCPROMOTE COMMUNITY PARTICIPATION IN CHRISTMAS IN THE PARK$500
SAN JOSE YOUTH SYMPHONY
5671 SANTA TERESA BOULEVARD SUITESAN JOSECA95123PCMUSIC APPRECIATION$1,000210
CITY LIGHTS
529 SOUTH SECOND STSAN JOSECA95112PCSUPPORT OF SAN JOSETHATRE ACTIVITIES$2,000
SCRITCH KITTENS
327 PINEVIEW DRSANTA CLARACA95050PCANIMAL WELFARE$10,000
DOCTORS WITHOUT BORDERS USA
PO BOX 5030HAGERSTOWNMD217415030PCMEDICAL HELP WORLDWIDE$1,000
SECOND CHANCE RESCUE NYC
PO BOX 570701WHITESTONENY11357PCANIMAL WELFARE$5,000
DOWNTOWN COLLEGE PREP
1400 PARKMOOR AVENUE SUITE 206SAN JOSECA95126PCSECONDARY COLLEGE PREP EDUCATION$2,000
SECOND HARVEST OF SILICON VALLEY
4001 NORTH 1ST STREETSAN JOSECA95134PCFOOD FOR THE HUNGRY$15,000
EVERY PET'S DREAM
2010 EL CAMINO REALSANTA CLARACA95050PCFOSTER-BASED RESCUE OF ANIMALS$35,000
SOI DOG FOUNDATION USA
1321 UPLAND DRIVE SUITE 3905HOUSTONTX77043PCANIMAL WELFARE$25,000
HABITAT FOR HUMANITY
1201 PINER ROAD STE 500SANTA ROSACA95403PCCOMMUNITY SERVICE, HOUSING DEVELOPMENT, AND HUMAN SERVICES$2,000
STROKE AWARENESS FOUNDATION
51 E CAMPBELL AVENUE SUITE 106FCAMPBELLCA95008PCSTROKE PREVENTION & RESEARCH$1,000
HISTORY SAN JOSE
1650 SENTER ROADSAN JOSECA95112PCARTS AND CULTURE AND HISTORY MUSEUMS$2,000
SYMPHONY SAN JOSE
PO BOX 790SAN JOSECA95106PCMUSIC APPRECIATION$5,000
HOSPICE OF THE VALLEY
4850 UNION AVESAN JOSECA951245156PCHOSPICE, PALLIATIVE CARE, COUNSELING$2,000
THE ANIMAL PAD
4620 AVOCADO BLVDLA MESACA91941PCANIMAL WELFARE$5,000
HUMANE SOCIETY SILICON VALLEY
901 AMES AVENUEMILPITASCA95035PCANIMAL WELFARE$5,000
THE BOYS AND GIRLS CLUBS OF SILICON VALLEY
518 VALLEY WAYMILPITASCA95035PCBOYS AND GIRLS WELFARE$1,000
HUNGER AT HOME
1560 BERGER DRIVESAN JOSECA95112PCFOOD SERVICE TO THE HOMELESS AND THE HUNGRY$2,500
THE TECH MUSEUM
201 SOUTH MARKET STREETSAN JOSECA95113PCEDUCATION$1,000
KQEDKTEH
2601 MARIPOSA STREETSAN FRANCISCOCA941101426PCPUBLIC TELEVISION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$363,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$208,008ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$322,931ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$530,939ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$530,939TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1KRTYBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11887 MONTEREY HWY SUITE 225AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95112ZIPCd
FieldValueIRS element (for citing)
Total Contributions$17,400TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,000Amt
Net Investment Income$3,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,500DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$433,470EOYBookValueAmt
EOYFMV$419,768EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$970,920EOYBookValueAmt
EOYFMV$2,801,108EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,488,369USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,418,976USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$2,728,258$2,621,691
EXCHANGE TRADED FUNDSAT COST$222,395$253,433

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescANNUAL REGISTRATIONDesc
Revenue And Expenses Per Books$75RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$75DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$61,748$61,748$0
ADR$7$7$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$1,589$1,589$0
FEDERAL TAXES$762$0$0

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